Integrations

Pipedrive integration with Zendesk

Zendesk. Improve your customer service with Pipedrive-Zendesk integration. It is one of the most powerful and complete platforms on the market with AI and a long list of features.
Zendesk

Zendesk is a customer service solution designed to help support, sales and customer success teams better interact with their customers.

 

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On integration

01 Why do we like it?

We like it because it is a customer service solution designed to help support, sales and customer success teams better interact with their customers. It offers a variety of products based on each company’s needs. Pipedrive integrates with Zendesk Support to help sales teams determine who to contact and when. The integration also provides more information about your customers.

    • 360 Vision: We get access to Pipedrive data in Zendesk and vice versa, without the need to jump from one application to another.

    • Improved customer service: It is a great help in tracking, sorting, prioritizing and resolving customer issues or requests.

    • Immediate access to relevant information: Ticket numbers, issues, status, important dates, updates, participants… the information you need when you need it, no more, no less.

 

02 When do we recommend it?

Zendesk’s integration with Pipedrive is ideal for companies looking to improve their customer relationship management (CRM) and customer service simultaneously. This integration is especially useful for sales and support teams that want a unified view of the customer lifecycle, from lead generation to post-sales issue resolution. By connecting Zendesk with Pipedrive, companies can automatically synchronize customer data and support tickets, facilitating smoother and more consistent communication between departments. This results in greater operational efficiency, improved customer experience and more informed decision making based on a holistic view of the customer’s interaction with the company.

Zendesk-integration-with-Pipedrive-by-Imanta.io
Zendesk-integration-with-Pipedrive-by-Imanta.io

03 Main functionalities

    1. Customer data synchronization:
      The integration enables automatic synchronization of customer data between Pipedrive and Zendesk. This means that contact information and customer-related activities are updated in both systems in real time, avoiding data duplication and ensuring that all team members have access to the latest and most accurate information.

    1. Viewing Support Tickets in Pipedrive:
      Zendesk facilitates bulk handling of lead assignments and the balance of Pipedrive users can view Zendesk support tickets directly in their CRM interface. This allows sales teams to have a complete view of customer issues and requests, helping them to better address customer needs during the sales process and improve the customer experience.

    1. Ticket creation from Pipedrive:
      The integration allows Pipedrive users to create support tickets in Zendesk without having to switch platforms. This functionality streamlines the issue reporting process and ensures that support requests are handled efficiently, keeping all relevant information centralized and accessible to the relevant teams.

04 Alternatives

1. Freshdesk

Outstanding features:

    • Easy to use: Intuitive and easy to navigate interface.

    • Automation: Advanced automation capabilities to manage tickets and workflows.

    • Integrations: Integrates with a variety of enterprise tools, including CRMs and productivity applications.

Zoho Desk

Outstanding features:

    • Cost-effective: Offers good value for money, with multiple customizable subscription plans.

    • Integration with Zoho CRM: Works seamlessly with Zoho CRM and other Zoho suite applications.

    • Analysis and reporting: Robust tools for analysis and detailed reporting.

3. Intercom

Outstanding features:

    • Real-time communication: Advanced live chat and messaging functionalities.

    • Marketing automation: Combines customer support with automated marketing capabilities.

    • Detailed user profile: Offers rich user profiles that help personalize the customer experience.

While Freshdesk, Zoho Desk and Intercom offer powerful capabilities for customer support management, the Zendesk integration with Pipedrive remains the best choice for many companies for several key reasons:

    1. Real-Time Data Synchronization: Zendesk and Pipedrive automatically synchronize, ensuring that both sales and support teams are working with the most up-to-date information, improving operational efficiency.

    1. Total Customer Visibility: The integration enables a complete view of the customer lifecycle, from lead generation to post-sales problem resolution. This is crucial to provide a consistent and high quality customer experience.

    1. Extensive Functionality and Flexibility: Zendesk is known for its advanced ticket management, automation and analytics capabilities, while Pipedrive offers a highly visual and easy-to-use CRM. Together, they form a powerful and flexible solution that can adapt to a company’s changing needs.

In summary, while alternatives such as Freshdesk, Zoho Desk and Intercom have their own merits, Zendesk’s integration with Pipedrive provides a unique combination of advanced functionality and seamless synchronization that optimizes both sales and customer support, offering a significant competitive advantage.

05 Contact for more information

If you would like more information on how we can help you with your Pipedrive implementation or integration, please contact us:

06Whychoose Imanta to implement and integrate Pipedrive?

We are from Sales

We like selling, not technology. We know what we want. We have the same problems and speak the same language as the sales teams.

Experts in CRMs

We have used and sold Salesfroce, Hubspot, Soho, Microsoft Dynamics, Insightly. What we value about Pipedrive is the simplicity, the potential and the costs.

Experts in the Process

Our golden rule is to invest 90% of the resources in the process and people. And 10% in technology. Success is in the adoption by the sales team.

Data Experts

Not creating silos of sales data allows you to access and activate information in real time. Selling is about being in the right place at the right time.

Integration Experts

Sales teams that integrate productivity apps and marketing data sell (1.5%) more and faster (12%). On average there are 4 apps connected to Pipedrive.

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